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BorgWarner
BWA

Overview Fund Activity

592 hedge funds and large institutions have $10.4B invested in BorgWarner in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 201 increasing their positions, 202 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+32
Holders Change %
+5.71%
% of All Funds
10.42%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
108
Increased
201
Reduced
202
Closed
71
Calls
$36.4M
Puts
$29.6M
Net Calls
+$6.86M
Net Calls Change
-$16.9M

Top Buyers

1
BlackRock
BlackRock
New York
$1.05B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$79.3M
3
FCM
Frontier Capital Management
Massachusetts
$100M
4
KP
Kiltearn Partners
United Kingdom
$42.3M
5
Franklin Resources
Franklin Resources
California
$237M

Top Sellers

1
CVA
Ceredex Value Advisors
Florida
$89.4M
2
BCIM
Black Creek Investment Management
Ontario, Canada
$115M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$370M
4
Harris Associates
Harris Associates
Illinois
$237M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADIM
551
Alpha DNA Investment Management
Maryland
$5K +$5K +133 New
AIG
552
American International Group
New York
$4.63K +$1.01K +24,787 +28%
PWMG
553
Prestige Wealth Management Group
New Jersey
$4K – – –
HCP
554
Hexagon Capital Partners
Arkansas
$4K – – –
FHC
555
First Horizon Corporation
Tennessee
$4K +$144 +4 +4%
LC
556
Lindbrook Capital
California
$4K +$1.4K +30 +54%
SCA
557
Stonebridge Capital Advisors
Minnesota
$4K +$4K +98 New
Nisa Investment Advisors
558
Nisa Investment Advisors
Missouri
$3.95K – – –
EW
559
Evoke Wealth
California
$3K – – –
SIM
560
Sonora Investment Management
Arizona
$3K – – –
EWA
561
Evolution Wealth Advisors
Florida
$3K – – –
GWS
562
Glassman Wealth Services
Virginia
$3K +$1.23K +25 +69%
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$3K +$1.1K +32 +58%
JPLA
564
Joseph P. Lucia & Associates
New York
$3K +$3K +72 New
RA
565
Resolute Advisors
California
$3K +$3K +76 New
CCM
566
Covington Capital Management
California
$3K +$3K +85 New
HF
567
Halpern Financial
Virginia
$2.97K +$2.97K +73 New
KFI
568
Key Financial Inc
Pennsylvania
$2K – – –
MAM
569
McCarthy Asset Management
California
$2K – – –
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
BWM
571
Baystate Wealth Management
Massachusetts
$2K – – –
SBL
572
Sargent Bickham Lagudis
Colorado
$2K – – –
BWM
573
BerganKDV Wealth Management
Minnesota
$2K – – –
CFO
574
CVA Family Office
Colorado
$2K +$2K +40 New
HI
575
Hudock Inc
Pennsylvania
$2K +$2K +53 New
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